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Description
360 SmartDocs serves as a fully integrated document generation application native to Salesforce, specifically designed for teams managing extensive and crucial document workflows. It can be easily installed via the Salesforce AppExchange without the need for any external integration, middleware, or data entry by users.
This tool allows users to seamlessly merge live data from various standard or custom Salesforce objects into professionally crafted Word templates, producing polished PDFs or Word documents with just one click. The integrated Word Template Builder is equipped with features such as conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels) alongside image merging capabilities, all of which facilitate sophisticated document automation without requiring any coding skills.
For organizations with significant document generation needs, the bulk document generation feature enables teams to efficiently process entire lists or report outcomes in one go, significantly reducing repetitive tasks during month-end, quarter-end, or large campaign executions. Additionally, all generated documents can automatically sync with Google Drive, ensuring easy access and organization. This comprehensive solution streamlines workflows, making document management substantially more efficient for teams.
Description
Integrate your operational and customer data to create accurate quotes, seamless transactions, and achieve a comprehensive understanding of your clients. With enosix, actionable and up-to-the-minute information is readily accessible within Salesforce. Our pre-configured yet adaptable solutions enable you to go live 70-90% quicker than conventional methods. By providing frictionless data virtualization, we merge your SAP back office with the Salesforce front end. In an era where business speed is crucial, having robust, continuously updated solutions is essential. Historically, SAP and front-end systems like Salesforce have struggled to integrate effectively, leading to redundant tasks, order inaccuracies, delays, and excessive middleware. However, enosix changes this dynamic. It allows for real-time transaction execution and eCommerce orders to be processed directly in SAP, adhering to your pricing policies, taxes, and shipping parameters. Additionally, we offer personalized portals for customers and distributors, all while allowing you to manage orders, shipping, tracking information, customer data, invoices, and more directly within Salesforce. This holistic approach not only streamlines operations but also enhances customer satisfaction, making it easier for businesses to thrive in a competitive landscape.
API Access
Has API
API Access
Has API
Screenshots View All
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Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/smartdocs/
Vendor Details
Company Name
enosiX
Country
United States
Website
www.enosix.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services